A detailed history of Dogwood Wealth Management LLC transactions in Sempra Energy stock. As of the latest transaction made, Dogwood Wealth Management LLC holds 454 shares of SRE stock, worth $41,768. This represents 0.02% of its overall portfolio holdings.

Number of Shares
454
Previous 438 3.65%
Holding current value
$41,768
Previous $32.5 Million 25.51%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025

BUY
$74.14 - $89.98 $1,186 - $1,439
16 Added 3.65%
454 $40.8 Million
Q2 2025

Jul 18, 2025

BUY
$63.78 - $78.91 $5,485 - $6,786
86 Added 24.43%
438 $32.5 Million
Q1 2025

Apr 30, 2025

BUY
$67.85 - $87.67 $474 - $613
7 Added 2.03%
352 $25.1 Million
Q4 2024

Mar 04, 2025

BUY
$80.81 - $94.77 $404 - $473
5 Added 1.47%
345 $30.2 Million
Q3 2024

Feb 28, 2025

BUY
$74.97 - $84.04 $449 - $504
6 Added 1.79%
342 $28.6 Million
Q2 2024

Mar 04, 2025

SELL
$66.41 - $78.4 $132 - $156
-2 Reduced 0.58%
340 $25.8 Million
Q1 2024

Feb 28, 2025

BUY
$69.24 - $76.96 $138 - $153
2 Added 0.6%
336 $24.2 Million
Q4 2023

Feb 28, 2025

BUY
$65.27 - $76.49 $21,800 - $25,547
334 New
334 $25.1 Million

Others Institutions Holding SRE

About SEMPRA ENERGY


  • Ticker SRE
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Diversified
  • Shares Outstandng 314,310,016
  • Market Cap $28.9B
  • Description
  • Sempra operates as an energy-services holding company in the United States and internationally. The company's San Diego Gas & Electric Company segment provides electric services; and supplies natural gas. It offers electric services to approximately 3.6 million population and natural gas services to approximately 3.3 million population that ...
More about SRE
Track This Portfolio

Track Dogwood Wealth Management LLC Portfolio

Follow Dogwood Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dogwood Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dogwood Wealth Management LLC with notifications on news.